26th International Private Client Virtual Conference: Advising real clients in a virtual world

Jérôme Assouline

Jérôme Assouline is the head of the Tax department of French firm SVZ. Jérôme Assouline assists private clients on French tax and real estate matters. In this context, Jérôme has developed a deep knowledge of French laws and regulations governing the situation of foreign trusts. Jérôme is the author of numerous legal articles and regularly speaks at professional conferences. He is the Co-Chair of the Individual and Private Client Tax committee of the International bar Association (IBA). He is also a member of the New York State Bar Association, the Society of Estate and Tax Practitioners (STEP) and the Institut des Avocats Conseils Fiscaux (IACF). Jérôme is also a lecturer at Paris Dauphine University and the ESSEC business school.

Jérôme Assouline is ranked among the leading French tax lawyers by many international legal directories including Legal 500, Legal week, Citywealth, Who’s who, Leaders League and Chambers.

Niklas Schmidt

Dr Niklas JRM Schmidt, TEP, is a partner at Wolf Theiss, the largest Austrian law firm. He has been admitted as a lawyer and as a tax adviser. His areas of specialisation include tax law and private clients. Mr Schmidt is frequently engaged as a speaker at tax conferences (with over 300 presentations in his professional life) and has been a visiting lecturer at various universities in Austria and Germany. He has written numerous articles on current tax issues in international tax journals, is a country correspondent of the tax periodical "IStR – Internationales Steuerrecht", has been an editor of the prestigious Austrian "taxlex" magazine and is currently on the editorial board of the Austrian "SteuerExpress" magazine. Moreover, Mr Schmidt has authored and edited several books on taxation, investment funds and crypto assets. He is also a member of a professional body regularly opining on drafts of new Austrian tax laws and was previously a member of the committee on tax reform at the Federation of Austrian Industries. Furthermore, Mr Schmidt is a member of the International Fiscal Association (IFA), the International Bar Association (IBA), the International Tax Planning Association (ITPA) and the Society of Trust and Estate Practitioners (STEP). He has been named one of Austria’s top 10 tax lawyers in the Austrian magazine TREND and is ranked in tier 1 by many international legal directories, including Chambers and Legal 500.

Natalie Peter

Dr. Natalie Peter is a partner at Blum&Grob Attorneys at law in Zürich and head of the private clients team. She has been advising private clients for over 25 years in a range of national and international tax matters, including estate tax planning, immigration to or emigration from Switzerland, tax litigation, completing tax declarations, obtaining tax rulings from tax authorities and analysing and setting up tax-efficient structures. She has a particularly extensive knowledge in all tax matters relating to the taxation of trusts and foundations as well as the setting up of tax-exempt charitable organizations. She has considerable experience in cross-border situations and advises families in complex estate planning matters. Natalie Peter has published numerous articles on various topics relating to tax matters of individuals as well as on trusts and foundations. She is a frequent lecturer at national and international conferences and seminars and teaches on postgraduate programmes at the universities of Zürich and Liechtenstein, as well as at the Swiss Institute for Tax Studies (SIST). She is currently deputy chairman of the Society of Trust and Estate Practitioners (STEP) Zurich Center and a member of the International Bar Association (IBA) and the International Fiscal Association (IFA).